Hubspot Sales Chrome Extension Setup Guide

The Hubspot Sales Chrome extension lets you bring key Hubspot tools directly into Gmail and your browser so you can track opens, log email activity, and access CRM features without switching tabs.

What the Hubspot Sales Chrome Extension Does

Before you install, it helps to understand how the extension connects Gmail to your Hubspot account and what you can do with it day to day.

• Track email opens and link clicks in real time.
• Automatically log emails to contact records in your CRM.
• Use templates, sequences, and documents from your inbox.
• Create and manage tasks tied to contacts and deals.
• Access contact, company, and deal data in a sidebar while composing or reading emails.

The extension is designed for Chrome and works with standard Gmail inboxes in the browser (not the Gmail mobile app or other desktop clients).

How to Install the Hubspot Sales Chrome Extension

Follow these steps to get the Hubspot Sales Chrome extension installed from the Chrome Web Store and connected to your account.

Step 1: Open the Chrome Web Store

1. Open Google Chrome on your computer.
2. Go to the Chrome Web Store in a new tab.
3. Search for “Hubspot Sales” using the store’s search bar.

Confirm that the listing is the official Hubspot Sales Chrome extension before proceeding.

Step 2: Add the Extension to Chrome

1. On the Hubspot Sales extension page, click Add to Chrome.
2. In the confirmation dialog, click Add extension.
3. Wait for Chrome to download and install the extension.

When the installation completes, you will see the Hubspot icon appear in your browser toolbar.

Step 3: Log In to Your Hubspot Account

1. Click the Hubspot icon in the Chrome toolbar.
2. In the popup window, select Log in.
3. Enter your Hubspot email address and password, then confirm the login.
4. If you have access to multiple accounts, select the correct Hubspot portal to connect.

Once logged in, the extension will sync with your CRM so you can use email tracking, logging, and contact data from Gmail.

Connecting Gmail to Hubspot with the Extension

After installing the extension, you must connect your Gmail inbox so that emails can be tracked and logged in Hubspot.

Authorize Gmail Access

1. In Chrome, open Gmail in a new tab.
2. You should see a prompt from the Hubspot Sales extension to connect your inbox.
3. Click Connect your inbox.
4. Choose the Google account that matches your Gmail inbox.
5. Review the requested permissions and click Allow to authorize access.

This authorization allows Hubspot to log messages, track activity, and show CRM data alongside your Gmail messages.

Confirm the Connection Status

1. Click the Hubspot icon in the Chrome toolbar.
2. Look for a status indicator that your inbox is connected.
3. If there is an error or disconnection notice, follow the prompts to reconnect.

Keep your browser updated and ensure you stay logged in to the correct Google and Hubspot accounts to avoid connection interruptions.

Using Hubspot Tools Inside Gmail

Once your inbox is connected, the extension adds Hubspot controls directly to the Gmail interface so you can work from your inbox instead of switching to the CRM every time.

Compose Emails with Tracking and Logging

1. In Gmail, click Compose to open a new email window.
2. Look for the Hubspot panel or icons at the bottom of the compose window.
3. Toggle tracking on if you want to be notified when the email is opened.
4. Toggle logging on if you want the email saved to the contact timeline in Hubspot.
5. Select the appropriate Hubspot record if multiple contacts or deals are suggested.

When the email is sent, opens and clicks are recorded, and a complete history is stored on the contact record in your CRM.

Access Hubspot Contact and Company Details

1. Open an email thread in Gmail.
2. Look at the right-hand side of the screen for the Hubspot sidebar.
3. If the email address already exists in Hubspot, you will see the matching contact, company, and deal records.
4. Click the contact to view details such as lifecycle stage, recent activities, notes, and tasks.
5. Update properties, add notes, or create tasks directly from this sidebar.

This tight integration saves time and ensures your contact data in Hubspot stays accurate and complete as you work from Gmail.

Key Hubspot Productivity Features in the Extension

With Gmail and the extension connected, several Hubspot productivity tools become available without leaving your inbox.

Use Templates, Documents, and Snippets

• Templates: Insert pre-written email templates created in Hubspot directly in the Gmail compose window.
• Documents: Attach tracked documents hosted in Hubspot so you can see when and how long recipients view them.
• Snippets: Drop in short, reusable text blocks to answer common questions quickly.

All of these items are managed in your Hubspot portal but surfaced in the Gmail interface through the extension.

Tasks and Sequences from Gmail

• Create and complete tasks connected to contacts or deals as you handle email replies.
• Enroll eligible contacts into Hubspot sequences directly from Gmail, when available in your subscription.
• Review follow-up reminders and prioritize outreach based on Hubspot task lists.

Working this way helps you keep your sales or service process structured, while still living inside Gmail.

Managing Hubspot Extension Settings and Permissions

You can change how the extension behaves, what is logged, and how notifications appear, directly from Chrome.

Open the Hubspot Extension Settings

1. Click the Hubspot icon in the Chrome toolbar.
2. In the popup, click the settings or gear icon.
3. Review general options like default tracking, default logging, and notifications.

Adjust these settings to match your privacy rules and your team’s CRM usage guidelines.

Control Email Logging Behavior

• Choose whether emails are logged to Hubspot by default or only when manually enabled.
• Set allowed and never-log domains (for example, internal company or personal addresses).
• Configure which associated records (contacts, companies, deals) should receive logged emails.

Proper configuration ensures that Hubspot stores the right conversations while keeping sensitive or internal emails out of the CRM.

Troubleshooting the Hubspot Sales Chrome Extension

If the extension is not working as expected, there are a few common areas to check before contacting support.

Basic Troubleshooting Steps

1. Confirm you are logged in to the correct Hubspot account.
2. Reload Gmail and confirm that Chrome is up to date.
3. Disable and re-enable the Hubspot extension from chrome://extensions.
4. Clear your browser cache and cookies, then sign back into Gmail and Hubspot.
5. Ensure third-party cookie or content blockers are not interfering with the extension scripts.

If problems continue, review the official setup and troubleshooting details on the Hubspot knowledge base at this support article.

Next Steps: Optimize Your Hubspot and Gmail Workflow

Once the extension is configured, train your team on consistent tracking and logging practices so Hubspot remains a reliable source of truth for all email activity.

• Standardize when to track and log emails.
• Define which objects (contacts, companies, deals) should receive logged messages.
• Monitor open and click data to refine your outreach strategy.
• Regularly review tasks and sequences created from Gmail.

For broader CRM and marketing strategy guidance beyond the extension itself, consider partnering with a Hubspot-focused consultancy such as Consultevo to optimize your overall platform configuration, automation, and reporting.

By following these steps, you can fully connect Gmail to your CRM, put Hubspot tools where you already work, and give your team a faster, more accurate way to manage relationships directly from the Chrome browser.

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